CMG GLOBAL HOLDINGS, LLC

CMG WEALTH MANAGEMENT
PLANO, Texas·2 registered advisors·CRD# 307513
SEC# 801-1181630469-729-7084
01

Firm Overview

AUM
$313M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at CMG GLOBAL HOLDINGS, LLC

2 registered advisors
James Pacholek
PLANO, Texas
Stephen Engels
PLANO, Texas
05

Office Locations

PLANO, Texas
2 advisors

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Data sourced from SEC Form ADV filings. CMG GLOBAL HOLDINGS, LLC (CRD# 307513) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.